Opening the Member Profile

The Member Profile is the central view for understanding a specific borrower or applicant within Ascent. It shows personal information, product applications, uploaded documents, and a timeline of activity — all in one place.

There are several ways to access a Member Profile, depending on where you are in the platform.

1. From the Leads Table

The most common way to access a Member Profile is by clicking directly on a Lead in the Leads Table. Each Lead row is associated with an individual applicant, and clicking the row will take you to their profile.

This method is ideal for:

• Reviewing applications that have just been submitted

• Following up on in-progress or unregistered borrower Leads

• Taking further actions like Approve, Close, or Make Request

2. From the Members Table

You can also search for and navigate to a Member Profile via the Members Table, which provides a broader list of all known applicants and account holders in your system.

To do this:

1. Navigate to the Members section from the left-hand menu.

2. Use the search and filters to locate the desired member.

3. Click the row to open their Member Profile.

This is particularly useful when:

• You’re looking for historical applicants

• You want to see all products and activity tied to a specific person

• You’re managing long-term relationships across multiple products

3. From Contextual Breadcrumbs

In some areas of the platform — such as the Application Details page (often accessed via a notification or inbox alert) — a breadcrumb navigation appears near the top of the page. If this breadcrumb includes a link labelled "Member Profile", you can click it to jump directly to the full profile view.

This method is helpful when:

• You’re mid-task and want to pivot to a broader view of the member

• You entered via a deep link or notification and need context

• You’re switching between applications, documents, or reviews

By providing multiple paths into the Member Profile, Ascent makes it easy to move fluidly between high-level summaries and detailed views — no matter where your workflow starts.